Unclaimed
Gerard Charles Buchanan is a financial advisor with The Huntington Investment Company. Gerard has been in the financial services industry since 1993 and is registered to provide investment advisory services in Illinois. Gerard has experience working with individuals, businesses, and charitable organizations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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2
IL
12/23/2019 - Present
THE Huntington Investment Co. (GLENVIEW IL)
IL
02/26/2007 - 11/14/2019
BMO HARRIS FINANCIAL ADVISORS, INC. (CHICAGO IL)
AL
12/05/2005 - 06/15/2006
AURA FINANCIAL SERVICES, INC. (BIRMINGHAM AL)
IL
07/12/2002 - 12/31/2003
PMG SECURITIES CORPORATION (ELGIN IL)
NY
08/08/1996 - 06/12/2001
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
TX
02/01/1995 - 07/01/1996
BHCM INC. (HOUSTON TX)
VA
10/27/1994 - 02/01/1995
GNA SECURITIES, INC. (GLEN ALLEN VA)
NY
11/12/1992 - 10/25/1994
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NY
11/10/1989 - 12/14/1990
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
TX
06/21/1989 - 11/11/1989
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NA
03/08/1989 - 07/25/1989
CHURCHILL SECURITIES, INC.
NA
01/04/1988 - 12/13/1988
GREENTREE SECURITIES CORP.
NA
12/23/1986 - 02/03/1988
BROOKS WEINGER ROBBINS & LEEDS INC.
IA
Issued 04/13/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/27/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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